Related Events: Setting up related forms, optimising the sidebar for the related events and limiting data entry as a Related Event only.

Related Events are a very important tool to manage the flow of data between forms that need to be linked or are closely related. Examples of this include needing to keep a track of the medications that are prescribed for each different injury that an athlete has, recording musculoskeletal screening assessments for each injury that an athlete has each time their SOAP notes are updated, and even monitoring blood tests taken during the injury. Linked records allow you to see what data has been entered for that related event, without having to pull specific fields INTO the form like with a linked value, option or text.

An example of how a related event links into a form

An example of how a related event links into a form

Choose the event you want to link other forms to. For this example the Injury/Illness Record will be selected.

Choose the event you want to link other forms to. For this example the Injury/Illness Record will be selected.

Go to the Forms Advanced Properties and click on "Enable Related Events" and select True

Go to the Forms Advanced Properties and click on "Enable Related Events" and select True

Additional Fields will appear: click on the Blue No Forms selected link and select the forms you want to link to this event (see the step below)

Additional Fields will appear: click on the Blue No Forms selected link and select the forms you want to link to this event (see the step below)

Select the Forms that you want to link to this form

Select the Forms that you want to link to this form

Place a tick in the box beside the form name of the forms you want to link to the injury record and click the "Select" button.

The number of forms you selected will appear on the blue link on the Advanced Form Properties section now

The number of forms you selected will appear on the blue link on the Advanced Form Properties section now

E.g. if you selected two forms then 2 will show. Always check that you have selected the correct form and the right forms are linking on the application

On the application for the linked record, the related events appear at the bottom of an event or underneath it on the sidebar

On the application for the linked record, the related events appear at the bottom of an event or underneath it on the sidebar

The ability to link add in a related event to an event will be enable for all records of that event type saved on the system. You must enter in a record before the related event links appear at the bottom of the form, as they need something to link to and new events which are not saved yet cannot be linked to.

This means you can click directly on the "New Medications" or "New Postural/Musculoskeletal" link from the opened event (e.g the injury) or from the sidebar (see the step below) and add a new record for the athlete

This means you can click directly on the "New Medications" or "New Postural/Musculoskeletal" link from the opened event (e.g the injury) or from the sidebar (see the step below) and add a new record for the athlete

The linked forms now appear underneath the event in the sidebar and can be clicked to enter in new data directly into a linked event.

The linked forms now appear underneath the event in the sidebar and can be clicked to enter in new data directly into a linked event.

The example here shows that the the two forms that were selected to be related events now appear under the event that they were selected to be related to. New Entries can be added directly into the application by clicking on "Add" button. All events that are entered here will also show whenever the event is opened again.

You can also get each linked event record to expand and appear in the sidebar (as shown in the image in the step here) so that they can be accessed easily without having to load up the actual form they are linked to

You can also get each linked event record to expand and appear in the sidebar (as shown in the image in the step here) so that they can be accessed easily without having to load up the actual form they are linked to

On the sidebar you can set the advanced fields to so that the related events expanded so you can access them. Instead of there being just the "Add" button as shown in the image in the step above any related events appear under their event name

To enable the expansion of the related events so that you can see all of the related events entered for that record, set the "Expand Related on Sidebar" to Yes.

To enable the expansion of the related events so that you can see all of the related events entered for that record, set the "Expand Related on Sidebar" to Yes.

Expand related sidebar is an excellent feature when you will only be tracking a few related events. However, if your organisation tracks multiple records for a linked record, it is best to turn off the enable related events.

To set up the linked records so that they can ONLY be entered via a related event, open up form you want to limit the entry for and open the Advanced Properties

To set up the linked records so that they can ONLY be entered via a related event, open up form you want to limit the entry for and open the Advanced Properties

You may ONLY want your user to be able to enter in certain types of data for an a specific event type. An example of this would be that you only want a record of medications that are prescribed for current injury or illness records. You can remove the ability for users to use the enter data page or the sidebar to enter in new records, and limit it so that they can only enter them via the linked record.  This is done for the record that is being linked to the other record, e.g. if you only want Medications to be entered through an existing injury or illness record:

1. Open the injury/illness record and set up medications as a linked record (as shown above)

2. Save the injury/illness form

3. Open the Medications form and set it to "Linked Entry only" (shown in the step below) and then save the form.

Set up the Entry Mode setting to "Linked Entry Only" and save the form

Set up the Entry Mode setting to "Linked Entry Only" and save the form

The Medications form will appear on the sidebar and the athlete history and reports, but you will not be able to enter in a new event using the sidebar or the enter data page

The Medications form will appear on the sidebar and the athlete history and reports, but you will not be able to enter in a new event using the sidebar or the enter data page

Linked Record Pull Through allows you to pull through fields that are named the same from a linked record. This is discussed in the next lesson on Related Events (Related Events- Setting up fields from a related event that link together)

Linked Record Pull Through allows you to pull through fields that are named the same from a linked record. This is discussed in the next lesson on Related Events (Related Events- Setting up fields from a related event that link together)

Revisit the Save and Print Settings: do you want all of the linked records to print or only the actual record to print when "Save and Print" is selected?

Revisit the Save and Print Settings: do you want all of the linked records to print or only the actual record to print when "Save and Print" is selected?

If you selected that the event could be save and printed (at the top of the Advanced Properties), then you will be able to select if you want all of the related event records to print at the same time as the event. For the injury/illness record example, this means that if "Print All" is then selected, when "Save and Print" is selected on the Injury/Illness record ALL of the linked related events that have been entered for the injury/illness record will also print (e.g the medications form and all of the musculoskeletal forms) that appear underneath the form (as shown below).

Please select this based on your users requirements

When you change any Advanced Properties ensure you save the changes to the form, then test the form function on the actual application.

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